- Infusionsoft Cookbook
- Paul Sokol
- 357字
- 2021-07-09 21:17:09
Using merge fields
Merging contact information into an automated communication can be an extremely powerful tool to create a relevant, personal experience for the recipient. It can also ruin the customer experience if not properly implemented. As a tool itself, it thrives on context and so merge fields always need to be used strategically.
While this recipe specifically covers how to insert a merge field into an e-mail, the concept extends to any object with merging capabilities (tasks, letters, and so on).
Getting ready
We need to edit an e-mail inside a campaign.
How to do it...
- Place the cursor where we want to merge some information.
- Next to the Subject line, click on Merge; this will open a tool palette:
- Click on the merge field category containing the field we want to insert.
- Click on the name of the merge field we want to insert. This will insert a variable that looks like this:
~xxx.xxx~.
How it works...
Before Infusionsoft sends the e-mail, it will replace any of these merge field code with the appropriate data. For example, ~Contact.FirstName~ becomes Bob, Joe, or Mary. This all depends on the contact record that caused the e-mail to be sent:
There's more...
There are more merge types available than just basic contact information. We can merge information from the user managing the relationship: the owner of the contact record. This can be handy when sending an automated e-mail from the user. We can also merge the custom field, referral partner, general company, and date information, such as the day of the week.
If any campaign merge fields have been created, they will show up at the bottom of the merge tool palette.
If the merge palette is getting in the way, we can move it by clicking and dragging the top of the palette.
See also
To learn how to merge opportunity record information, see the recipe Merging custom opportunity fields into e-mails in Chapter 5, Selling with a Sales Team. To learn how to merge credit card record information, see the recipe Updating a soon-to-be-expired credit card automatically in Chapter 6, Wowing New Customers with Great Experiences.